Connect Salesforce Campaigns to Marketing Cloud Journey's

Name: Connect Salesforce Campaigns to Marketing Cloud Journey's
Rating: 4.0 (23 reviews)

Learn how to Connect Salesforce Campaigns to Marketing Cloud Journeys

Created byKaelan Moss

Last updated 9/2019

English

English [Auto],

What you'll learn

Salesforce Campaigns
Marketing Cloud Journey's
Salesforce Lead Scoring

Course content

5 sections • 8 lectures • 33m total length

Introduction1:00
Score leads, map to Salesforce campaigns, and link to Marketing Cloud Journey Builder to automate the sales cycle and prioritize calls, while delivering branded emails, SMS, and push messages.

Create 3 Custom Lead Picklist fields and Lead Priority Field with 5 Star Rating2:47
Create three lead picklist fields on the Salesforce lead object—budget, decision maker, and willingness to buy—with defined values and make them visible on all page layouts for lead scoring.
Create Custom Picklist Score Fields8:26
Create three advanced formula fields on the lead object to score picklist values—budget, decision maker, and willingness to buy—and compute a total lead score.
Design Page Layout for the New Custom Fields4:58
Create the "Lead Quality Picture" Rating Field6:07

Requirements

Have Marketing Cloud Login Credentials
Have a Salesforce Developer Edition Org
Know the BASIC Salesforce concept of Objects and fields

Description

In this course, you will learn 4 things:

- How to Score Leads in Salesforce

- How to Put those leads into a Salesforce Campaign

- How to Map that Salesforce Campaign to a Marketing Cloud Journey

- How to Configure a Marketing Cloud Journey Entry Source

Learning these skills will allow you to visually qualify the best leads with a star rating system in Salesforce.

With this star rating system, you can inject the most qualified leads into a Salesforce Campaign that YOU create.

And then you can have all emails and marketing materials FULLY AUTOMATED in order to send Personalized and Company-Branded information to customers at the exact time it needs to reach their inboxes.

Who this course is for:

Marketing Cloud Users
Salesforce Users
Marketers
People with the Salesforce-Marketing Cloud Connector
Marketing Cloud Journey Builder Users
Salesforce Campaign Admins

Connect Salesforce Campaigns to Marketing Cloud Journey's

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 1min

Create Picklist Fields and 5 Star Rating Field in Salesforce4 lectures • 22min

Create the Salesforce Campaign1 lecture • 2min

Send Quality Leads to Marketing Cloud Journeys1 lecture • 5min

Set Journey Entry Source, Configure the Journey, and view the sent message1 lecture • 3min

Requirements

Description

Who this course is for: